Documents

What is the project's documents tab?
Only administrators can add documents in this view and see documents sent to the project email. The Documents tab is designed to provide a quick way to ...
Tue, 24 Oct, 2017 at 8:59 AM
How do I upload documents to a project?
Uploading files from your computer Process admins and project admins can add documents on the project level. You can add documents at the project le...
Tue, 24 Oct, 2017 at 8:51 AM
How do I upload documents to a task?
On the Tasks page of a project, select a task from the task tree and click the “Documents” tab. This takes you to the Documents page of that task. Click...
Tue, 24 Oct, 2017 at 8:51 AM
How do I notify someone about a document upload?
Upload and notify On the Documents page of a task, click the "+Document" button to reveal the add documents panel. Select or drag-and-drop fil...
Tue, 24 Oct, 2017 at 8:52 AM
How do I edit documents in Midaxo?
November 25, 2017 - Some of the features described here are available to some customers already and will be rolled out to all customers in the coming weeks...
Sat, 25 Nov, 2017 at 12:47 PM
How do I manage document versions?
Office integration is not supported for Mac users yet. Clicking on a document will initiate a download when using a Mac. The most convenient way to mana...
Tue, 24 Oct, 2017 at 8:56 AM
How do I set key documents?
If certain documents are more important than others, you can set them as key documents. In the project and task document lists, key documents are presen...
Thu, 19 Oct, 2017 at 5:09 AM
How do I move a document between tasks?
1- Go to the Project Documents or the Task Documents page. 2- Click the triangle icon next to the title of the document you want to move. 3- A t...
Tue, 24 Oct, 2017 at 8:56 AM
How do I replace a document?
You can conveniently replace a document uploaded to Midaxo with a newer version or another file. 1- Go to the Project Documents or the Task Documents pa...
Tue, 24 Oct, 2017 at 8:57 AM
How do I delete a document?
Only process admins, project admins, and task admins can delete documents from a project. Deleting a document will remove it completely from the proj...
Mon, 11 Dec, 2017 at 4:26 AM